Tag: resource nationalism

Peter Epstein of Epstein Research interviews Chris Berry of the Disruptive Discoveries Journal. Berry touches on the current situation for lithium supply and demand, also covering possible risks on both sides of the equation.

Last year, Quaterra Resources inked a deal with Freeport-McMoran Nevada for an option agreement worth up to US$138 million for its projects in the Yerington district of Nevada. On Monday, the company announced that Freeport Nevada has completed Stage 1 of the agreement and has committed to moving to Stage

For investors following Australia’s Orocobre, it isn’t a surprise that the industrial metals company still expects to complete construction of its Salar de Olaroz project on time and on budget. Orocobre has been working hard to develop the Argentinian brine-based lithium project for some time now, and although its regular

Joseph Gallucci of Dundee Capital Markets sees a rosy future for zinc investors. As the large zinc mines shut down, the juniors are stepping forward to meet growing demand for the industrial staple. In this interview with The Mining Report, Gallucci delivers smart tips for base metals investors on where

Prices for rare earths and some rare earth mining stocks are showing positive price action following China’s crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen? House Mountain Partners founder Chris Berry explores these questions in this interview

Understanding asset values is the name of the game for early-stage resource plays—that’s how investors in the Bakken made huge returns. But with the first round of shale plays largely maturing, where are the next big opportunities for junior explorers? In many cases, abroad, says James West, publisher of The

Commodity prices have slumped and costs have escalated, squeezing the margins of major mining companies. Falling equities of junior miners have scared investors away along with the capital to keep themselves afloat. Necessity is the mother of invention, however, and many mining companies are learning that the key to survival

It’s these times—volatile markets that shake you to your core—when you truly learn what kind of investor you are, says Sean Rakhimov, the founder of SilverStrategies. The investors who face these testing times, never forgetting why they sunk their funds into precious metals in the first place, are soon to

Jurisdiction risk continues to grow as a result of countries attempting to capitalize on higher commodity prices. In this interview for The Gold Report, Thibaut Lepouttre, editor of Caesars Report, a newsletter and mining portal in Belgium, discusses which jurisdictions offer better value to investors and which countries to avoid.

Shale oil has been North America’s great experiment, says Oil & Gas Investments Bulletin Editor Keith Schaefer. But in this interview with The Energy Report, he questions the experiment’s success and predicts steep declines ahead, with just a few formations left to supply the market. The question is what shale